Sageworks Lending Solution

Community banks and credit unions need to grow the loan portfolio, but it can be tough to compete with fast turnaround times without the resources that giant banks have or with online-only lenders. With Abrigo, you don’t have to be big to make big things happen. Our lending solution equips community financial institutions to assess and act on creditworthy borrowers quickly, giving better customer service, provide more value to their community, and grow their loan portfolio. 

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Say goodbye to high origination costs
and lending inefficiencies. 

Pressures from your board to grow, competition from other institutions, and expectations from your borrowers combine and create a need for a better lending process. That’s why we provide real solutions for community financial institutions.      

Our mission is to help you eliminate inefficiencies like siloed systems, duplicate data entry, pushing paper files, and bottlenecks that slow the application process and make it difficult to compete.  

Imagine gaining efficiencies that combat high origination costs and allow your community financial institution to offer a high-touch level of service along with speed. Abrigo makes it a reality with Sageworks Lending Solution.   

With our set up before, some of these [loans] could take five or six days… Our turnaround time with the full solution up and running is probably one to two days max.
NEAL CHALOUPKA, VICE PRESIDENT OF LENDING, LOCAL GOVERNMENT FEDERAL CREDIT UNION
Sageworks Lending Solution
Here is how our software streamlines the lending process for your institution. 

Loan Application

Turn your institution’s website into an efficient digital branch, allowing borrowers to complete applications online at their convenience.

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Loan Decisioning

Speed up loan analysis, without increasing risk. You set the parameters for data input requirements and how the loan is analyzed.

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Relationship Manager

Provide high quality service, manage risky customers, and build accurate forecasts with a 360-degree view of each customer and loan.

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Electronic Tax Return Reader

Spread tax returns in less than a minute, giving your lenders more time to review the loan instead of keying data.

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Workflow

Shorten loan turnaround time with customized workflows to match your loan management needs. 

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Document Management

Securely store key documents, improving efficiency and centralizing data for users who need access.

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Analytics & Reporting

Create custom reports and dashboards using simple, drag and drop functionality. 

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It’s time to make big things happen in lending, without big overhead.
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Make big things happen with a comprehensive solution.

Life-of-loan Approach

Loan officers only need to enter information once and use it throughout the origination.

Easier Data Entry & Gathering

Allow your analysts to spent time on analyzing, not entering information. 

Loan Automation

Fast-track applications that meet high standards and mark those needing more detailed review.

CRM Designed for Lending

Get visibility into information that matters most like customer progress, customer service requests, and loan pipeline.

Data and Insight

Leverage proprietary industry data to target high-value industries and show value to incoming bank clients.

Add On Options
Get even more from our Lending Solution
with the following add-ons.

CREDIT REPORT ACCESS

Import real-time guarantor credit information, saving time and giving analysts more up-to-date analysis. Using this technology, you can access single, bi-merge, tri-merge, and joint reports through Universal Credit Services.

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NO DATA ENTRY

Eliminate data entry from underwriting, making it easier for borrowers to submit information for loan applications and renewals.The borrower submits documents, and Sageworks automatically builds a personal financial statement for the lender, including credit report and asset account information.

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PERSONAL LENDING

Evaluate both business and personal loans on a single platform to make more informed decisions across the portfolio. Institutions benefit from simplified vendor due diligence and integrating data all within one system, as financial professionals save cost and time to focus on loan pricing, loan review, and relationship lending.

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Learn how our Sageworks Lending Solution
can help your institution.
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We can now produce a stronger analysis of not only the simplistic deals, but the more complex deals. Depending on the total exposure, these deals have to be presented to our board of directors. We can now present a more concise presentation that builds a stronger case for why we feel that credit is worthy to do… we can do that in half the time it used to take, if not better.
JOHN HATFIELD, CREDIT OFFICER, MILLENNIUM BANK

LGFCU Improved Loan Growth and Member Experience

When realizing their processes were not optimized for efficiency or member experience, LGFCU tapped us to help digitize and streamline the credit union’s member business lending processes.

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Meet the Experts

Abrigo offers a comprehensive suite of lending consulting services, tailored to your financial institution's needs. 

Alison Trapp

Director of Client Education

Alison Trapp draws on more than 20 years of credit risk expertise to educate our clients on credit risk best practices. As Abrigo’s

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Chance Castellucio

Senior Credit Risk Consultant

As a Senior Credit Risk Consultant, Chance Castellucio helps community banks and credit unions across the country develop consistent and

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Mike McCaffery

Credit Risk Consultant

As a Credit Risk Consultant, Mike McCaffery helps community banks and credit unions across the country develop consistent credit

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John Millman

Credit Consultant

John Millman draws on his past experience as a Senior Portfolio Manager at Aspire Federal Credit Union and as an end user of Abrigo

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Aaron Lenhart

Director of Consulting

Aaron Lenhart is the Director of Consulting for Abrigo, working with financial institutions to implement lending, credit, and portfolio

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Resources on Lending

Webinar

CRE Lending Market Simplified: Key Insights for 2019

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Webinar

Group Demo – All Loans Aren’t Created Equal: Increasing Efficiency within Underwriting

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Webinar

Fixing Employee Retention in Banking

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Webinar

Best Practices for Automating Simple Member Business Relationships

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Webinar

Transforming “Lenders” into “Bankers and Advisors”: Developing the Entire Relationship

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Webinar

The Process Improvement Process

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